Investment advisory services in Indiana
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Phillip Sollman - Thrivent
● ClosedPhillip Sollman - Thrivent is a finance institution located at 320 Winchester Street, Decatur, Indiana, United States. Licensing for financial services is available through the State Insurance Department's website, as per the National Association of Insurance Commissioners. Thrivent and its financial professionals do not offer legal, accounting, or tax advice, so clients are encouraged to consult with their own attorney or tax professional. Thrivent provides financial advice and guidance through its Financial Planning Framework, which includes a review and analysis of a client's financial situation. Clients have the option to further their planning engagement with Thrivent through Dedicated Planning Services, an investment advisory service that provides written recommendations for a fee.
320 Winchester St, Decatur, IN 46733, United States -
Donna Fosdick-Baumann - Thrivent
● ClosedDonna Fosdick-Baumann - Thrivent is a finance institution located at 320 Winchester Street in Decatur, Indiana, United States. Licensing for financial services is available through the State Insurance Department's website, which can be found through the National Association of Insurance Commissioners website. Thrivent and its financial professionals do not provide legal, accounting, or tax advice, so clients are encouraged to consult with their attorney or tax professional. Thrivent offers advice and guidance through its Financial Planning Framework, which includes a review and analysis of a client's financial situation. Clients can choose to further their planning engagement with Thrivent through its Dedicated Planning Services, which provides written recommendations for a fee. Thrivent is the marketing name for Thrivent Financial for Lutherans, and insurance products are issued by Thrivent. Securities and investment advisory services are offered through Thrivent Investment Management Inc., a registered investment adviser and member of FINRA and SIPC.
320 Winchester St, Decatur, IN 46733, United States -
Old National Bank
● ClosedOld National Bank, located at 100 South Meridian Street in Winchester, Indiana, United States, offers a range of financial services including ATM access, banking, and finance options. The institution partners with LPL Financial LLC to provide referrals to financial professionals, creating an incentive for the institution to make these referrals. Securities and advisory services are offered through LPL, while insurance products are offered through LPL or its licensed affiliates. Old National Bank is not a registered broker-dealer or investment advisor. Whether you're looking to start saving, consolidate debt, or refinance a loan, Old National Bank can help you take the first step towards achieving your financial goals. Please note that by visiting the Old National Bank website, you may be redirected to a third-party site, and you have the option to opt-out of the sale of your personal information. For more information on privacy choices and disclosures, visit the Privacy information page on the Old National Bank website.
100 S Meridian St, Winchester, IN 47394, United States -
Bollenbacher & Associates LLC
● ClosedBollenbacher & Associates LLC is a reputable accounting and finance institution located at 915 North Meridian Street in Portland, Indiana, United States. Specializing in a wide range of financial services, our team of experienced professionals is dedicated to providing personalized solutions to help individuals and businesses achieve their financial goals. With a commitment to excellence and customer satisfaction, Bollenbacher & Associates LLC is the trusted choice for all your accounting and finance needs.
915 N Meridian St, Portland, IN 47371, United States -
First Financial Bank & ATM
● ClosedFirst Financial Bank & ATM is a financial institution located at 104 Links Way in Aurora, Indiana, United States. We offer a range of services including banking, finance, and ATM access. Our team of Wealth Advisors can help assess your financial situation and provide personalized advice. Take advantage of our competitive rates, such as our 4.50% APY money market rate and 5.00% APY 5-month CD special. Use the value in your home to fund your projects with our equity options. Protect yourself from tax identity theft by taking precautions such as regularly changing online passwords. Enjoy a $0 monthly fee when using a debit card or making direct deposits. Our Choice Checking account offers expanded fee-free ATM access and lower loan rates. For business owners, we provide tailored solutions for lending and employee needs. Learn about maximizing retirement savings with a Roth 401(k) through our Yellow Cardinal Advisory Group. We are committed to supporting communities and offer $1.075 billion in community development lending and investments. Stay informed with our helpful articles and sign up for financial tips via email. Take advantage of our special offers, such as our money market and CD rates, but act quickly as these offers have expiration dates. Contact us for more information on our services and how we can help you achieve your financial goals.
104 Links Wy, Aurora, IN 47001, United States -
Korhorn Financial Group, Inc.
● ClosedKorhorn Financial Group, Inc. is a comprehensive financial institution located at 6910 North Main Street in Granger, Indiana, United States. Specializing in accounting, finance, and insurance services, our team of experts is dedicated to helping you achieve your dreams through personalized financial planning. With our unique OnePlan™ process, our team of Certified Financial Planners (CFPs) will work with you to align your financial goals with the right strategies for clarity, confidence, and creativity. We offer customized investment management, experienced tax professionals, personalized insurance strategies, and integrated financial solutions for small businesses.
6910 N Main St Building 16, Unit 41, Granger, IN 46530, United States -
Stifel
● ClosedStifel is a reputable finance institution located at 130 South Main Street in South Bend, Indiana, United States. With a strong presence in the financial industry, Stifel offers a wide range of financial services including investment banking, wealth management, and advisory services. Their team of experienced professionals is dedicated to providing personalized financial solutions to help clients achieve their financial goals. Visit Stifel today to learn more about their comprehensive financial services and how they can help you secure your financial future.
130 S Main St # 110, South Bend, IN 46601, United States -
Stifel
● ClosedStifel is a finance institution located at 200 Nibco Parkway in Elkhart, Indiana, United States. With a strong presence in the financial industry, Stifel offers a wide range of services including investment banking, wealth management, and advisory services. Their team of experienced professionals is dedicated to providing personalized financial solutions to help clients achieve their goals. Visit Stifel in Elkhart for expert financial guidance and support.
200 Nibco Pkwy # 300, Elkhart, IN 46516, United States -
Financial Resource Group
● ClosedThe Financial Resource Group is a finance institution located at 3120 Hickory Road in Mishawaka, Indiana, United States. Our team of experienced professionals are dedicated to providing top-notch financial services to individuals and businesses in the area. Whether you need assistance with investments, retirement planning, or wealth management, our experts are here to help. Visit us today to learn more about how we can help you achieve your financial goals.
3120 Hickory Rd, Mishawaka, IN 46545, United States -
Edward Jones - Financial Advisor: Jerry L Hunt, AAMS™
● ClosedEdward Jones - Financial Advisor: Jerry L Hunt, AAMS™ is a reputable financial institution located at 212 East Lasalle Avenue in South Bend, Indiana, United States. Specializing in financial advisory services, Jerry L Hunt, AAMS™ provides personalized investment strategies to help clients achieve their financial goals. With a focus on building long-term relationships and delivering exceptional customer service, this institution is dedicated to helping individuals and families secure their financial future. Contact Jerry L Hunt, AAMS™ at Edward Jones for expert financial advice and guidance.
212 E Lasalle Ave Suite 120, South Bend, IN 46617, United States -
Miles Bill CFP
● OpenMiles Bill CFP is a reputable accounting and finance institution located at 14515 Indiana 23 in Granger, Indiana, United States. With a team of experienced professionals, they provide expert financial planning and advisory services to individuals and businesses. Whether you need help with tax preparation, investment management, retirement planning, or any other financial matter, Miles Bill CFP is dedicated to helping you achieve your financial goals. Trustworthy and reliable, they are committed to providing top-notch service to their clients.
14515 IN-23, Granger, IN 46530, United States -
United Capital Financial Advisors
● ClosedUnited Capital Financial Advisors is a leading financial institution located at 300 Nibco Parkway in Elkhart, Indiana, United States. Specializing in finance, our team of expert advisors offers personalized financial planning and investment services to help individuals and businesses achieve their financial goals. With a commitment to providing tailored solutions and exceptional customer service, United Capital Financial Advisors is dedicated to helping clients secure their financial future.
300 Nibco Pkwy #100, Elkhart, IN 46516, United States -
Key Private Bank
● ClosedKey Private Bank is a leading financial institution located at 101 South Main Street in Elkhart, Indiana, United States. As a bank specializing in personalized wealth management services, Key Private Bank offers a wide range of financial solutions tailored to meet the unique needs of individual clients. With a team of experienced professionals and a commitment to excellence, Key Private Bank is dedicated to helping clients achieve their financial goals and secure their financial future.
101 S Main St Fl 2nd, Elkhart, IN 46516, United States -
First Financial Bank & ATM
● ClosedFirst Financial Bank & ATM, located at 221 East Main Street in Crawfordsville, Indiana, offers a range of financial services including banking, ATM access, and wealth advisory. With a team of Wealth Advisors ready to assess your financial situation, you can watch your savings grow with competitive rates on money market accounts and CDs. Utilize the equity in your home for big projects, and take steps to protect yourself from tax identity theft. Enjoy fee-free options like the Choice Checking account, and receive personalized service for your business needs. The institution is committed to community development and offers a variety of lending and investment options. Sign up for helpful emails and access online banking services for individuals and businesses. With a focus on improving lives and helping communities thrive, First Financial Bank is dedicated to providing meaningful tips and guidance for a successful financial future.
221 E Main St, Crawfordsville, IN 47933, United States -
Howard Bailey Financial, Inc.
● ClosedHoward Bailey Financial, Inc. is a finance institution located at 5916 Covington Road, Fort Wayne, Indiana, United States. We specialize in building custom retirement strategies that aim to reduce risk, increase income, and mitigate tax for our clients. Our process starts with understanding your unique financial philosophy and the true purpose of your money in retirement. Through personalized one-on-one meetings, continued education, and a comprehensive team-planning approach, we have helped retirees nationwide secure their financial futures. Our team of advisors and support specialists are dedicated to providing the best experience in pre-retirement and retirement planning. We offer a Personal Financial Review to get started on defining your Purpose, Financial Planning, and Creating Meaning in retirement. Our L.I.F.E. Plan covers key pillars for your money in retirement, including Liquidity, Income, Flexibility, Estate Planning, and Tax Planning. We aim to deliver a customized framework that allows you to find meaning in retirement and live your purpose every day.
5916 Covington Rd, Fort Wayne, IN 46804, United States -
First Financial Bank & ATM
● ClosedFirst Financial Bank & ATM is a financial institution located at 450 West Lincoln Highway Highway, Schererville, Indiana, United States. Our team of Wealth Advisors is ready to assist you in assessing your financial situation. Whether rain or shine, watch your savings grow with our competitive APY rates for money market and CD accounts. Utilize the equity in your home to complete your projects, whether you prefer DIY or hiring a professional. Take steps to protect yourself from tax identity theft by regularly changing passwords and reviewing credit reports. Enjoy a $0 monthly fee with debit card usage or direct deposits. Our Choice Checking account offers expanded ATM access and lower loan rates. Receive personalized service for your business needs, from lending to employee solutions. Learn about maximizing retirement savings through Roth 401(k)s with our Yellow Cardinal Advisory Group. We are committed to supporting low- and moderate-income clients and communities through investments and lending. Access helpful articles and sign up for emails to receive tips on improving your financial future. Take advantage of our special rates and offers, but act fast as they may end soon. Join us in building a prosperous future for yourself and your community.
450 W Lincoln Hwy Hwy, Schererville, IN 46375, United States -
First Financial Bank & ATM
● ClosedFirst Financial Bank & ATM, located at 936 North Main Street in Crown Point, Indiana, offers a range of financial services including banking, ATM access, and wealth advisory. Our team of Wealth Advisors can assist in assessing your financial situation to help you reach your goals. Take advantage of our competitive APY rates on money market accounts and CDs, and leverage the value of your home with our equity options. We are committed to supporting our community through lending and investments, and offer a variety of helpful articles and resources to aid in building a successful financial future. Sign up for our emails to receive tips and tools for improving your financial well-being. With a focus on personalized service and attention to detail, First Financial Bank is dedicated to helping individuals and businesses thrive. Visit us today to learn more about our offerings and how we can assist you in achieving your financial objectives.
936 N Main St, Crown Point, IN 46307, United States -
First Financial Bank & ATM
● ClosedFirst Financial Bank & ATM, located at 555 East 3rd Street in Hobart, Indiana, offers a range of financial services including banking, ATM access, and wealth advisory. Our team of Wealth Advisors can assist in assessing your financial situation. With competitive rates such as our 4.50% APY money market rate and 5.00% APY 5-month CD special, your savings can flourish. Use the equity in your home for projects, and take steps to reduce tax identity theft risks. Enjoy a $0 monthly fee with debit card use or direct deposits. Our Choice Checking account offers expanded fee-free ATM access and lower loan rates. Business clients receive personalized attention and services, from lending to employee solutions. Explore the benefits of Roth 401(k)s through our Yellow Cardinal Advisory Group. We are committed to community development, with over $1 billion in lending and investments. Our helpful articles cover various financial topics, and signing up for our emails provides tips for improving your financial future. Terms and conditions apply, and online banking services are available for individuals and small/medium-sized businesses. Enroll in online banking to access f1RSTNAVIGATOR tools for managing your accounts. First Financial Bank is dedicated to helping you achieve your financial goals.
555 E 3rd St, Hobart, IN 46342, United States -
First Financial Bank & ATM
● ClosedFirst Financial Bank & ATM, located at 2750 45th Street in Highland, Indiana, offers a wide range of financial services including banking, ATMs, and wealth advisory. Our team of Wealth Advisors can help assess your financial situation and provide personalized guidance. Whether you're looking to save with our competitive money market rates or utilize your home equity for big projects, we have solutions to meet your needs. We also offer business banking services, including lending and employee solutions, with a focus on personalized service. Our commitment to community development is evident through our support for low- and moderate-income clients and investments in local census tracts. Sign up for our emails to receive valuable financial tips and tools. Take advantage of our special offers, including high APY rates on money market accounts and CDs. With First Financial Bank, you can trust in our expertise and dedication to helping you achieve your financial goals.
2750 45th St, Highland, IN 46322, United States -
Old National Bank
● ClosedOld National Bank, located at 140 South Creasy Lane in Lafayette, Indiana, is a full-service financial institution offering a range of banking and finance services. As an ATM, bank, and finance provider, Old National Bank is committed to helping individuals and businesses achieve their financial goals. Please note that Old National Bank provides referrals to financial professionals of LPL Financial LLC, with whom they have an agreement to receive payment for these referrals. This may create a conflict of interest, but it is important to know that the Financial Institution is not a current client of LPL for brokerage or advisory services.
140 S Creasy Ln, Lafayette, IN 47905, United States -
Old National Bank
● ClosedOld National Bank, located at 25 East Washington Street in Greencastle, Indiana, is a trusted institution offering a range of financial services including ATM access, banking, and finance solutions. As part of our commitment to providing comprehensive financial assistance, we partner with LPL Financial LLC to offer referrals to financial professionals. Please note that the Financial Institution receives compensation for these referrals, creating a potential conflict of interest. However, the Financial Institution is not a current client of LPL for brokerage or advisory services. Securities and advisory services are provided through LPL Financial, a registered investment advisor and broker-dealer. Insurance products are also available through LPL or its licensed affiliates. Old National Bank, Old National Bancorp, and Old National Investments are not registered as broker-dealers or investment advisors. Our dedicated team of professionals at Old National Investments, who may also be employees of Old National Bank, are here to assist you with your financial needs. Whether you're looking to start saving for the future, need a personal loan, or want to explore debt consolidation options, we have the tools and expertise to guide you on the right path. Your journey to financial wellness begins with Old National Bank. Please be aware that by clicking on any links, you will be redirected to a third-party site. Your privacy is important to us, and you have the option to opt-out of the sale of your personal information. For more information on managing your privacy choices, please review our California Consumer Privacy Disclosures on our Privacy information page. Thank you for choosing Old National Bank for your financial needs.
25 E Washington St, Greencastle, IN 46135, United States -
Logansport Savings Bank
● ClosedLogansport Savings Bank is a trusted financial institution located at 723 East Broadway Street in Logansport, Indiana, United States. As a full-service bank, we offer a range of financial products and services to meet the needs of our customers. Whether you're looking for a convenient ATM location, a reliable bank for your everyday banking needs, or expert financial advice, Logansport Savings Bank is here to help. Our friendly staff is dedicated to providing personalized service and helping you achieve your financial goals. Visit us today to experience the difference at Logansport Savings Bank.
723 E Broadway St, Logansport, IN 46947, United States -
First Financial Bank & ATM
● ClosedFirst Financial Bank & ATM is a trusted financial institution located at 536 North College Avenue in Bloomington, Indiana, United States. As a full-service bank, we offer a wide range of financial services including checking and savings accounts, loans, mortgages, and investment options. Our convenient on-site ATM provides easy access to cash withdrawals and account information. With a commitment to excellent customer service and financial expertise, First Financial Bank & ATM is dedicated to helping individuals and businesses achieve their financial goals. Visit us today to experience the difference of banking with us.
536 N College Ave, Bloomington, IN 47404, United States -
Old National Bank
● ClosedOld National Bank, located at 1510 West Southport Road in Indianapolis, Indiana, is a trusted institution offering a range of financial services including ATM services, banking, and finance options. As part of their commitment to providing comprehensive financial solutions, Old National Bank partners with LPL Financial LLC to offer investment and insurance products. While referrals to LPL are made by Old National Bank, it is important to note that Old National Bank is not a current client of LPL for brokerage or advisory services. Securities and advisory services are offered through LPL Financial, a registered investment advisor and broker-dealer. Additionally, insurance products are available through LPL or its licensed affiliates. Customers can rely on Old National Bank for savings tools, personal loans, debt consolidation, and auto refinancing options. Your financial journey starts with Old National Bank - trust us to guide you in the right direction.
1510 W Southport Rd, Indianapolis, IN 46217, United States -
First Financial Bank & ATM
● ClosedFirst Financial Bank & ATM, located at 3535 East 96th Street in Indianapolis, Indiana, is a comprehensive financial institution offering a range of services including banking, ATM access, and wealth advisory. Our team of Wealth Advisors can assess your financial situation and help you make informed decisions. With our competitive rates, such as the 4.50% APY money market rate and 5.00% APY 5-month CD special, you can watch your savings grow. We also offer opportunities to leverage the value of your home for projects or investments.
3535 E 96th St Suite 135, Indianapolis, IN 46240, United States -
Old National Bank
● ClosedOld National Bank, located at 900 South State Road 135 in Greenwood, Indiana, is a full-service financial institution offering a range of banking and financial services. As an ATM, bank, and finance provider, Old National Bank is dedicated to helping customers achieve their financial goals. Please note that Old National Bank provides referrals to financial professionals of LPL Financial LLC under an agreement that allows LPL to compensate the bank for these referrals. This may create a conflict of interest, as the bank receives an incentive to make these referrals. However, Old National Bank is not a current client of LPL for brokerage or advisory services.
900 S State Rd 135, Greenwood, IN 46143, United States -
First Financial Bank & ATM
● ClosedFirst Financial Bank & ATM is a financial institution located at 50 Branigin Road in Franklin, Indiana, United States. Offering a range of financial services including banking, finance, and ATM facilities, our team of Wealth Advisors is dedicated to helping assess your financial situation. With competitive rates such as a 4.50% APY money market rate and a 5.00% APY 5-month CD special, your savings can thrive no matter the economic climate. Utilize the value in your home with our equity options for completing your projects. Protect yourself from tax identity theft by taking proactive steps like changing passwords regularly and monitoring your credit report. Enjoy a $0 monthly fee with debit card use or direct deposits, and explore our popular Choice Checking account for expanded ATM access and lower loan rates. Our commitment to community development lending and investments, totaling $1.075 billion, demonstrates our dedication to helping communities thrive. Sign up for our emails for valuable financial tips and tools, and access our helpful articles for guidance on building a successful financial future. Take advantage of our Roth 401(k) options through the Yellow Cardinal Advisory Group to maximize your retirement savings. With a focus on personalized service and attention to detail, First Financial Bank is here to support you every step of the way.
50 Branigin Rd, Franklin, IN 46131, United States -
First Financial Bank & ATM
● ClosedFirst Financial Bank & ATM is a financial institution located at 3880 West Presidential Way in Edinburgh, Indiana, United States. We offer a range of banking and finance services, including wealth advisory, money market rates, CD specials, home equity options, and tax identity theft prevention tips. Our Choice Checking account is popular for its fee-free ATM access and lower loan rates. We also provide personalized services for businesses, including lending and employee solutions. Our commitment to community development is evident through our support for low- and moderate-income clients. With over $1 billion in community development lending and investments, we strive to build paths for prosperity. Sign up for our emails to receive tips and guidance on improving your financial future. Our online banking services cater to individuals and small/medium-sized businesses. Enroll in online banking today to access tools like f1RSTNAVIGATOR. Visit or call a local financial center for more information on our offerings.
3880 W Presidential Way, Edinburgh, IN 46124, United States -
First Financial Bank & ATM
● ClosedFirst Financial Bank & ATM, located at 9050 East 56th Street in Indianapolis, Indiana, offers a range of financial services including banking, loans, and wealth management. Our team of Wealth Advisors is ready to assist you in assessing your financial situation and helping you achieve your goals. Take advantage of our competitive rates, such as a 4.50% APY money market rate and a 5.00% APY 5-month CD special. Use the equity in your home to fund your projects, and explore our various account options like Choice Checking for expanded ATM access and lower loan rates. We are dedicated to supporting our community through lending and investments, with over $1 billion in community development funds. Sign up for our emails to receive valuable tips and tools for improving your financial future. Visit us today to learn more about how we can help you achieve your financial goals.
9050 E 56th St, Indianapolis, IN 46216, United States -
First Financial Bank & ATM
● ClosedFirst Financial Bank & ATM, located at 8475 North State Road 9 in Hope, Indiana, is a comprehensive financial institution offering a range of services including banking, ATM access, and wealth advisory. With a focus on helping clients achieve their financial goals, the institution offers competitive rates on savings accounts and CDs, as well as personalized lending solutions for both personal and business needs. The team of Wealth Advisors at First Financial Bank can assist in assessing individual financial situations and provide guidance on maximizing savings and investments. Additionally, the institution is committed to supporting community development through lending and investments in low- and moderate-income areas. With a range of online banking services available, including f1RSTNAVIGATOR for business clients, First Financial Bank aims to provide convenient and efficient financial solutions for individuals and small to medium-sized businesses.
8475 N State Rd 9, Hope, IN 47246, United States
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List of local businesses, places and services in Indiana
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